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Schwab Fundamental US Small Company Index ETF

157 hedge funds and large institutions have $2.21B invested in Schwab Fundamental US Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

40% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 65

Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$1.94B
2
$27.6M
3
$20.3M
4
$13.9M
5
$13.7M
6
$13.7M
7
$13.5M
8
$12.2M
9
$10.8M
10
$10.5M
11
$9.84M
12
$8.55M
13
$8.26M
14
$8.23M
15
$6.78M
16
$5.67M
17
$5.06M
18
$4.87M
19
$4.77M
20
$4.54M
21
$3.58M
22
$3.2M
23
$3.16M
24
$3.1M
25
$2.33M